How to import customer's payments xls file into QBO?

Hello there, gracewang.

Welcome to QuickBooks Community!

One of the best features of QuickBooks Online is that we can import data or files. However, please note that we only support CSV, QFX, QBO, OFX file formats. You'll want to convert your XLS to any of our supported file formats.

Then, here's how to import bank transactions. 

Post again here if you have more questions related to this. Have a great day!

@Nnelsondaniel1  @gracewang 

Do you need to import Receive Payment data or else?

Yes, I need to import the payments customer made. The payments should post into to each customer's account. Is there a way to import the xls file?

Thank you for connecting once again with the Community, gracewang. Currently, we do not support XLS files, but there are a few options to import customer's payments.

First, you could convert your XLS file and then import it as my colleague mentioned.

Second, use a third party importer tool that supports XLS, such as Transaction Pro Importer. Also, this link provides more resources to find applications available to do this.

Let me know if you need any additional assistance or clarification. We are here to lend a helping hand always. Take care and keep me updated. Enjoy your weekend!

...

Where do you go in QBO to import this file?  If I go to Import Data, it only gives me the option to import lists, invoices, etc.  No place there to import payments that I can tell.

Hey there, @jackie_therainmakerinstitute.

Thanks for following the thread and sharing your concerns. 

When using a third-party importer tool as mentioned above, you'll need to discuss the details of importing with that third party. The third-party tool that you use would have the information about the tool and how it works, I recommend contacting them to gain some insight. 

In the meantime, please let me know if you have any other questions or concerns. I'm happy to lend a hand. As always, feel free to reach out to the Community any time you need assistance. Have a great day! 

@jackie_therainmakerinstitute 

Prepare the Receive Payments data with the following template

then utilize the importer tool as I mentioned eaarlier.

Hi-

I tried importing transactions into QB Online using the template you suggested but the import did not associate the transaction with the customer. is there a way to correct this so that when I import transactions the transaction is associated with the customer?

  Thank you,

      Dan

@DanGot 

Did you use the importer tool as I mentioned earlier?

https://transactionpro.grsm.io/qbo

I have the same problem. Do I need to use an importer tool like trasnaction pro to upload customer payments and apply to customer account?  Or is there any way I can upload in to QBO myself without use of importer tool? I don't want to pay extra fees to 3rd parties to accomplish this task.

Thanks for joining the thread, @juma1.

Let me join in this conversation and share with you additional info about importing customer payments in QuickBooks. 

If you're trying to import data in XLS format, you have to use convert it to CSV, QFX, QBO, OFX file formats first. You can do this using a file format converter tool which you can find outside QuickBooks. 

You can also search for free file converters on web browsers. This way, you don't have to pay for another app and accomplish your task.

Once done, here's how to import bank transactions into QuickBooks Online. 

Let me know if you need any additional assistance or clarification. We are here to lend a helping hand always. Have a good one.